| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,822 | $1.58M | $1.65M | $71,128.23 | 4.5% |
| NA Nizar Araji National Bank Of Canada /FI/ | 455 | $23,880.68 | $27,002.84 | $3,122.16 | 13.07% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 11,845 | $545,608.2 | $676,349.48 | $130,741.28 | 23.96% |
Loraine Ell Better Money Decisions LLC | 88,618 | $2.88M | $5.06M | $2.18M | 75.74% |
Jeff Ameen Spire Wealth Management | 365 | $12,099.78 | $20,841.5 | $8,741.72 | 72.25% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 5,153 | $139,021.89 | $305,814.58 | $166,792.69 | 119.98% |
Jodi Greenlund Financial Council LLC | 28,388 | $1.05M | $1.62M | $566,828.5 | 53.77% |
| AB Andrew Blass Atlantic Private Wealth LLC | 67,627 | $2.23M | $4.01M | $1.77M | 79.45% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 30,129 | $1.49M | $1.79M | $301,616.47 | 20.29% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,064 | $859,597.18 | $1.01M | $149,567.78 | 17.4% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,880 | $390,653.85 | $507,047.98 | $116,394.13 | 29.79% |
Stephen Kenney Gray Private Wealth LLC | 6,283 | $268,803.67 | $358,759.29 | $89,955.62 | 33.47% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 14,285 | $577,892.7 | $815,673.47 | $237,780.77 | 41.15% |
Lukas Lindgren Abound Wealth Management | 1,683 | $95,564 | $96,099.3 | $535.3 | 0.56% |
Scott Crane Crane Advisory LLC | 5,763 | $230,408.61 | $329,067.29 | $98,658.68 | 42.82% |
Salvatore Cocivera Cora Capital Advisors LLC | 5,225 | $273,966.04 | $298,347.49 | $24,381.45 | 8.9% |
Jacob Going Alpine Bank Wealth Management | 72,621 | $3.23M | $4.31M | $1.08M | 33.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 313 | $17,775 | $17,872.3 | $97.3 | 0.55% |
Matthew J. Syverson Sound Stewardship, LLC | 16,074 | $769,427.05 | $917,825.37 | $148,398.32 | 19.29% |
Steven D Urban Urban Financial Advisory Corp | 4,101 | $232,878 | $241,794.96 | $8,916.96 | 3.83% |